THE HACKNEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HACKNEY FOUNDATION (EIN 63-1131504)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-10
- IRS object ID
- 202620419349100417
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-10T15:48:36-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631131504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HACKNEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HACK | BusinessNameControlTxt |
| Phone | 2058705563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA HACKNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2058705563 | PhoneNum |
| Signature | 2026-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2026-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $779,049 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $70,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $429,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,825 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $5,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,241 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,241 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,289 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $366,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $542,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $756,760 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $427,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $564,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $779,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,139,582 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,139,582 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,712,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,574,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $427,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $564,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $564,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $427,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,738 | OtherIncreasesAmt |
| Subtotal | $564,883 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $564,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AAPL INC | P | 2022-05-01 | 2025-04-05 | $29,027 | $2,238 | $26,789 | $26,789 |
| AMCFX | P | 2022-05-01 | 2025-04-05 | $64,222 | $55,358 | $8,864 | $8,864 |
| NFFFX | P | 2022-05-01 | 2025-04-05 | $19,042 | $12,971 | $6,071 | $6,071 |
| COP | P | 2022-05-01 | 2025-04-05 | $13,035 | $7,910 | $5,125 | $5,125 |
| DODIX | P | 2022-05-01 | 2025-04-05 | $14,018 | $15,060 | -$1,042 | -$1,042 |
| HACAX | P | 2022-05-01 | 2025-04-05 | $80,000 | $67,485 | $12,515 | $12,515 |
| INTC | P | 2022-05-01 | 2025-04-05 | $4,731 | $7,566 | -$2,835 | -$2,835 |
| JNJ | P | 2022-05-01 | 2025-04-05 | $15,404 | $7,781 | $7,623 | $7,623 |
| LLDYX | P | 2022-05-01 | 2025-04-05 | $20,198 | $20,250 | -$52 | -$52 |
| NGG | P | 2022-05-01 | 2025-04-05 | $10,756 | $8,141 | $2,615 | $2,615 |
| PONPX | P | 2022-05-01 | 2025-04-05 | $20,356 | $20,250 | $106 | $106 |
| SO | P | 2022-05-01 | 2025-04-05 | $18,153 | $9,802 | $8,351 | $8,351 |
| TGT | P | 2022-05-01 | 2025-04-05 | $4,498 | $4,201 | $297 | $297 |
| VCOBX | P | 2022-05-01 | 2025-04-05 | $14,748 | $15,263 | -$515 | -$515 |
| VXF | P | 2022-05-01 | 2025-04-05 | $27,583 | $21,105 | $6,478 | $6,478 |
| VEA | P | 2022-05-01 | 2025-04-05 | $16,935 | $11,948 | $4,987 | $4,987 |
| VSGDX | P | 2022-05-01 | 2025-04-05 | $20,454 | $20,263 | $191 | $191 |
| WMT | P | 2022-05-01 | 2025-04-05 | $18,172 | $5,281 | $12,891 | $12,891 |
| HACAX | P | 2024-05-01 | 2025-04-05 | $2,216 | $3,661 | -$1,445 | -$1,445 |
| AVEM | P | 2024-05-01 | 2025-04-05 | $5,626 | $4,539 | $1,087 | $1,087 |
| AVDV | P | 2024-05-01 | 2025-04-05 | $2,867 | $2,352 | $515 | $515 |
| DFIV | P | 2024-05-01 | 2025-04-05 | $591 | $497 | $94 | $94 |
| DFSV | P | 2024-05-01 | 2025-04-05 | $6,646 | $5,376 | $1,270 | $1,270 |
| JQUA | P | 2024-05-01 | 2025-04-05 | $369 | $318 | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $871 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $871 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $616 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2058705563 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRENDA HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | PRESIDENT/TREASURER | 5.00 | $0 | $0 | $0 |
| T MORRIS HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | CHAIRMAN/SECRETARY | 1.00 | $0 | $0 | $0 |
| THOMAS MITCHELL HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $680,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $733,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $733,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $722,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,487 | TotalTaxAmt |
| Distributable Before Adj | $34,654 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,222 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,538 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,402 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,534 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,568 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $406,678 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $49,538 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $357,140 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,402 | ExcessFromYear4Amt |
| Excess From Year3 | $63,383 | ExcessFromYear3Amt |
| Excess From Year2 | $75,253 | ExcessFromYear2Amt |
| Excess From Year1 | $111,534 | ExcessFromYear1Amt |
| Excess From Current Year | $44,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T MORRIS HACKNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADDICTION PREVENTION COALITION | ||||||||
| 105 VULCAN RD SUITE 332 | HOMEWOOD | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| ALABAMA SYMPHONY ORCHESTRA | ||||||||
| 3621 SIXTH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1100 IRELAND WAY | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| AMERICAN RED CROSS | ||||||||
| 1449 MEDICAL PARK DR S | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BAPTIST HEALTH FOUNDATION | ||||||||
| 1130 22ND STREE SOUTH STE 3200 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| BIG OAK RANCH | ||||||||
| 4260 CAHABA HEIGHTS CT | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| BIRMINGHAM BOTANTICAL GARDENS | ||||||||
| 2612 LANE PARK RD | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BIRMINGHAM CHILDREN'S THEATRE | ||||||||
| 2130 RICHARD ARRINGTON JR BLVD N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| BIRMINGHAM JEWISH FOUNDATION | ||||||||
| 3966 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $108 | |
| BLACK BELT COMMUNITY FOUNDATION | ||||||||
| 2000 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| BOYS & GIRLS CLUBS OF THE PLATEAU | ||||||||
| 558 FRANK ALLEN RD BOX 1812 | CASHIERS | NC | 28717 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BREAST CANCER RESEARCH FOUNDATION OF ALABAMA | ||||||||
| 15 OFFICE PARK CIR 140 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| BROOKWOOD FOREST ELEMENTARY PTO | ||||||||
| PO BOX 43751 | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CANTERBURY UNITED METHODIST CHURCH | ||||||||
| 350 OVERLOOK RD | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,100 | |
| CHILDRENS OF ALABAMA FOUNDATION | ||||||||
| 2112 11TH AVENUE SOUTH THE PLAZA | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | BUILDING STE 120 |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | ||||||||
| 107 WALTER DAVID DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| COMMUNITY FURNITURE BANK | ||||||||
| 219 DISTRIBUTION DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $700 | |
| EASTERSEALS | ||||||||
| 141 W JACKSON BLVD SUITE 1400A | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| FIREHOUSE MINISTRIES | ||||||||
| 626 2ND AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| FORGE BREAST CANCER SURVIVOR CENTER | ||||||||
| 1321 19TH ST S | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $700 | |
| FRIENDS OF BIRMINGHAM BOTANICAL GARDENS | ||||||||
| 2612 LANE PARK RD | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| GIRLSPRING | ||||||||
| PO BOX 530284 | BIRMINGHAM | AL | 35253 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION | ||||||||
| 348 S 5TH ST | HIGHLANDS | NC | 28741 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| HOLY FAMILY CHRISTO REY CATHOLIC HS | ||||||||
| 1832 CENTER WAY S | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| JUNIOR LEAGUE OF BIRMINGHAM | ||||||||
| 2212 20TH AVE SOUTH | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| LAKESHORE FOUNDATION | ||||||||
| 4000 RIDGEWAY DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| LEADERSHIP BIRMINGHAM | ||||||||
| 600 18TH ST N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 | |
| LGBTQ FUND | ||||||||
| 1ST AVE N STR 700 | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| MISSION OUTREACH UNITED APPEAL FUND | ||||||||
| PO BOX 130699 | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MITCHELL'S PLACE | ||||||||
| 4778 OVERTON RD | BIRMINGHAM | AL | 35210 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,350 | |
| MOMENTUM LEADERS | ||||||||
| 2821 2ND AVENUE SOUTH SUITE B-1 | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MOUNTAIN BROOK CITY SCHOOLS FOUNDATION | ||||||||
| 32 VINE ST | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 2200 WOODCREST PL STE 230 | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PARKINSON ASSOCIATION OF ALABAMA | ||||||||
| 837 ABERLADY PL | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $75 | |
| PASTORAL COUNSELING AND TRAINING CENTER INC | ||||||||
| 400 OFFICE PARK DRIVE SUITE 130 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| PATHWAYS INC | ||||||||
| 409 RICHARD ARRINGTON JR BLVD N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PORTRAITS OF HOPE | ||||||||
| 2801 6TH AVE S | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| PRESBYTERIAN HOME FOR CHILDREN | ||||||||
| 905 GERTRUDE MICHAELS DR | TALLADEGA | AL | 35160 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| ROTARY CLUB OF BIRMINGHAM FOUNDATION | ||||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,875 | |
| SAMFORD UNIVERSITY | ||||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,200 | |
| SAMFORD UNIVERSITY LEGACY LEAGUE | ||||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $350 | |
| SHRINERS CHILDREN'S | ||||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 600 BEACON PKWY W | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| SUMMIT CHARTER SCHOOL | ||||||||
| 370 MITTEN LN | CASHIERS | NC | 28717 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE BELL CENTER | ||||||||
| 1700 29TH CT SOUTH | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE DURR LECTURES | ||||||||
| 16781 CHAGRIN BLVD 192 | CLEVELAND | OH | 44120 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 1616 OXMOOR RD | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE FOUNDRY MINISTRIES | ||||||||
| 3748 LORNA RD | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $800 | |
| THE NATURE CONSERVANCY IN ALABAMA | ||||||||
| 3700 1ST AVE N | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| THE SALVATION ARMY | ||||||||
| 2410 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| UAB ATHLETICS FOUNDATIONS | ||||||||
| 617 13 STREET SOUTH | BIRMINGHAM | AL | 352940112 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,333 | |
| UAB VISUAL AND PERFORMING ARTS | ||||||||
| 1221 10TH AVE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| UNITED WAY | ||||||||
| 304 1ST AVE NE | CULLMAN | AL | 35055 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| VESTAVIA HILLS METHODIST CHURCH | ||||||||
| 2061 KENTUCKY AVE | VESTAVIA HILLS | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| VULCAN PARK AND MUSEUM | ||||||||
| 1701 VALLEY VIEW DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 | |
| WOMEN'S FOUNDATION OF ALABAMA | ||||||||
| 2213 1ST AVE S | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| WOODLAWN UNITED | ||||||||
| 55229 1ST AVE S | BIRMINGHAM | AL | 35212 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| YWCA OF CENTRAL ALABAMA | ||||||||
| 2324 3RD AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,241 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,025 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA M HACKNEY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE NO 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WARREN AVERETT, LLC | CategoryTxt |
| Amt | $7,650 | Amt |
| Net Investment Income | $3,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,825 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CHARLES SCHWAB - LTCG DISTRIBUTION | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2025-06 | SoldDt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $14,147 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LPL FINANCIAL | StockNm |
| EOY Book Value | $542,594 | EOYBookValueAmt |
| EOYFMV | $756,760 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $5,083 | $5,083 | $0 |
| SUPPLIES | $156 | $0 | $156 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $25,738 | Amt |
Comments